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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,508 | $102,547-86.8% | $78,210-82.7% | $147,586-90.8% |
| Participation rate | 61.5% | 74.4%-12.9pp | 68.7%-7.2pp | 82.8%-21.3pp |
| Annual return | 21.95% | 51.08%-29.1pp | 40.90%-19.0pp | 578.59%-556.6pp |
| Employer contribution / active EE | $964 | $2,617-63.2% | $2,034-52.6% | $4,876-80.2% |
| Participant deferral / active EE | $937 | $3,481-73.1% | $2,823-66.8% | $5,439-82.8% |
| Admin fee / account holder | $25 | $5,059-99.5% | $3,758-99.3% | $10,886-99.8% |